Dashboard

DashboardReport as of 04/09/2026

55 Twin Lane

D - LowInvoice OnlyY

Sporting_goods@intuit.com · (650) 555-0987 · 370 Easy St., Middlefield, CA, 94482

Priority

27

Risk

39

Opportunity

10

Days silent

36

Activity & pipeline
First activity 01/24/2026 · Last activity 03/04/2026 · Expected gap 19.5d · Inactivity ratio 1.85×

Estimates

0

$0.00 total

Invoices

3

$221.40 total

Open opportunity (est. − inv.)

—

QBO balance

$85.00

Recommended approach
Check-in

Customer is starting to drift. Light follow-up, ask about pending projects.

Estimates
0 document(s) from QuickBooks

No estimates on file.

Invoices
3 document(s) from QuickBooks
Doc #DateDueAmountBalance
10052026-03-042026-04-03$54.00$4.00

Thank you for your business and have a great day!

  • Gardening — $50.00
10062026-02-022026-03-04$86.40$0.00

Thank you for your business and have a great day!

  • Gardening — $80.00
10282026-01-242026-02-23$81.00$81.00

Thank you for your business and have a great day!

  • Gardening — $75.00